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JoshDiaz's avatar
JoshDiaz
Frequent Visitor
3 years ago
Solved

Help tracking customer's behavior

Hi! 

I have a school project and I'm having some issues tracking the amount of customers who are still paying a bill.

 

I have two tables, one called "Customer" and one called "Receipt", they're connect with the customer's id.

I need the amount of customers who are paying throughout the year.

 

For instance, let's say that 200 customer paid their bill on January, then, only 180 paid on February, 150 on March, and so on. I have to create a graph out of that.

 

I was thinking creating a table (or something like that) with all the customers who paid on January 2023. Then check if those IDs show up on February too, march and so on, but I don't know how to do that.

 

Any hints on how can I achieve that? Or what can I do instead?

 

Thank you so much in advance! Any help will be appreciated.

6 Replies

  • JoshDiaz 

    could you pls provide some sample data? you want to show customer paid in Jan and also in Feb? what if not in Feb or Mar? what do you want to show?

  • JoshDiaz's avatar
    JoshDiaz
    Frequent Visitor

    Sorry for the delay Ryan, thank you so much for answering!

     

    The table "customer" looks like this:

    Idenrollment_dateName
    00101/01/2022John S.
    00212/01/2022Kate R.
    00307/01/2022Taylor P.
    00403/02/2022Greg D.

     

    Table "receipt"

    r_idc_idStatusdate
    R001001paid31/01/2023
    R002002paid31/01/2023
    R003003paid31/01/2023
    R004001denied28/02/2023
    R005002paid28/02/2023
    R006003paid28/02/2023

     

    I have to track whether the customer paid or not.

     

    First I should use the enrollment date to choose which customers I want to keep track off, so if I choose only customers enrolled on January of 2023, I should keep track of only 3 customers (customer 004 enrolled on Feb.) until the last one stops paying. I was planning on using an slicer to do so, but if you know a best way I'd really appreciate it.

     

    Regarding the graph, for January it should show 3 customers, since the 3 paid. February should show only 2 since customer 001 didn´t pay, and so on until every customer that enrolled on January stops paying. I was planning on use a line graph line with the amount of customers that paid every month. 

     

    Hope that makes it clearer, I really appreciate you taking the time!

     

      • JoshDiaz's avatar
        JoshDiaz
        Frequent Visitor

        Thank you so much for your help Ryan! You made it look so easy.

         

        I was going crazy creating new tables and doing a lot of things, I really appreciate your help.

         

        Have a great day 🙂